Forum Discussion
Biz Apps Net Customer Add: Forecast missing detailed data
Hi,
I do not have a quick or easy answer to this.
I agree that Microsoft do not make this easy to understand. Even the data you can download is formatted badly and requires you to correct it before you can use it. For example, numbers are text, which you have to convert back to numbers.
Here's a brief summary of how I would approach this.
1. Download the data for the particular metric
2. Open in Excel and use the 'Format as a table'
3. Add new column, e.g. RevenueValue and add a calculation here to convert the text values in the Revenue column to numbers, e.g. '=VALUE([@Revenue])'
4. Create a new worksheet
5. On the new worksheet, insert a pivot table using 'Table1' as the source Table/Range
6. Add Tenant as a row, FiscalMonth as a column, and RevenueValue to the values
7. You could remove the Grand Total column which is no relevant
In the pivot table you are looking for customers that exceeded the revenue threshold 12 months ago when it was counted new, when means 12 months later, they are no longer new and will now be removed metrics.
You can use this pivot too to compare the two revenue columns to see which customer may be counted new since 12 months ago, and also those that have revenue growth.
It is painful and takes time to figure out.
This is just for the Biz Apps. Some of the other solutions partner metrics require a different technique.
Perhaps someone else has some insights and better way of doing this.
- The challenge is not the formatting of data and creating a pivot table. The challenges is about identifying the 2 customers/workloads our business will lose in the next data refresh (please see screenshot above, it says on right "Act now: 2 customer(s) and workload(s) combinations will not be counted ...")"
All we want to understand is the name of these two customer accounts MS forecasts we will lose.
- Clicking on the button "View metrics details" doesn't help, it brings you to the standard net customer add report!
- I had no luck with finding a suitable reports on the download hub in partner center.
To wrap up:
Which data source shall we use to identify the customers / workloads which will not be included in the next data refresh and consequently will impact our net customer add numbers!? Nick_Beacroft big thank you for your detailed description. I am performing similar steps, but sharing this in the community is a great idea and hopefully has value for others 🙂
- JillArmourMicrosoft
Community Manager
Nick_Beacroft thanks!
